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Get In Touch

We look forward to hearing from you. Please review the selections below to learn about how we work.

Client Contact Form - New 2023
  • Engagement Information
  • Intro
  • Basic Info
  • Key Info
    • Submit

    Consultations are complimentary. Please note that if we do not have the capacity to support your specific needs following the contact form submission, we will let you know as soon as possible.

     

    Please note: We do not perform planning / advisory only engagements as we do this as part of a tax return engagement. As part of our standard tax engagement, we do a review of the prior returns filed.

    G.CPA - 30s Contact Form

    Only have 30 seconds?

    Fill out the form below, and we will take it from there.

    Legal name
    Legal name
    First Legal Name
    Last Legal Name
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    Are you married?
    Are you the primary taxpayer listed first on the tax return?
    Which best describes your current work situation?
    Is your spouse currently working?
    Which best describes your spouse’s current work situation?
    What best describes you? Are you an Individual or Business?

    Please choose the category above that fits you and your business best. Not sure about your category choice? See our Framework page here to learn more.

    What is your primary goal of working with us?
    New client annual fees start at $1,500, is that within your budget?

    More about average fees here.

    Approximate household income?
    Any equity compensation?
    (You can choose more than one)
    Approximate value of all vested and unvested equity related to current / previous employment
    How many states do you need to file in?
    Unless there is extremely low activity in the multi-state returns, our general multi-state upper limit is 3 state filings.
    Unless there is extremely low activity in the multi-state returns, our general multi-state upper limit is 3 state filings.
    Do you have K-1s to report?
    If yes, how many K-1s do you have?

    Note:

    • We generally do not work with clients that have more than 10 K-1s.
    • We may work with clients on an exception basis if they have over 10 K-1s.
    • Please note: We do not provide support for carried interest tax or advisory.
    Do you have 1099s to report?
    If yes, how many 1099s do you have?
    Do you file taxes in a country outside the U.S.?
    Any foreign business ownership or investors?
    Any foreign assets at any point in time during the year?
    Please indicate the total value range of your foreign assets:
    Please also note that foreign stocks / investments owned in USA based brokerage generally do not need to be disclosed.
    How did you hear about us?
    Have you already booked a call before filling out this form?
    As our availability is limited through the end of the year, we’d like to schedule a meeting time that best accommodates your calendar.
    Providing detailed information in advance helps us tailor our recommendations and make the most of our time together. It allows us to move forward more efficiently and focus on meaningful planning during the call, saving both time and potential costs.

    Please Read Before Submitting the Form

    Once you submit the form, you will receive an email from us. Email will be our primary mode of communication to ensure a good fit and maximize the effectiveness of the process. We will request additional information before the call if everything aligns.

    If our message isn’t in your inbox, please check your Promotions or Spam folders and move it to your inbox so you don’t miss anything. To share additional information, simply reply to that email and CC all recipients.

    I AM A FINANCIAL ADVISOR OR HAVE A SERVICE TO OFFER